Institutional Ownership Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM). We have compiled data on the 2,521 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $72.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
288
shares
|
$62,110
0.01% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
284
shares
|
$61,247
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
268
shares
|
$57,796
0.02% of portfolio
|
Q2 2025
Reduced 30.21%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
253
shares
|
$54,561
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
249
shares
|
$53,699
0.0% of portfolio
|
Q1 2025
Reduced 46.68%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
248
shares
|
$53,483
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
247
shares
|
$53,268
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
245
shares
|
$52,836
0.03% of portfolio
|
Q3 2024
Added 52.17%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
242
shares
|
$52,189
0.01% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
239
shares
|
$51,542
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
227
shares
|
$48,954
0.0% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
222
shares
|
$47,876
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
219
shares
|
$47,229
0.01% of portfolio
|
Q4 2022
Added 36.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
217
shares
|
$46,798
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
214
shares
|
$46,151
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
213
shares
|
$45,935
0.02% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
212
shares
|
$45,719
0.04% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
211
shares
|
$45,504
0.02% of portfolio
|
Q3 2024
Added 51.8%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
204
shares
|
$43,994
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
202
shares
|
$43,563
0.0% of portfolio
|
Q1 2025
Added 380.95%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
202
shares
|
$43,563
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
201
shares
|
$43,347
0.01% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$43,132
0.01% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
193
shares
|
$41,622
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
189
shares
|
$40,759
0.01% of portfolio
|
Q2 2025
Reduced 5.5%
|